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Q3 2026 Tax Planning Checklist

Before the Year Gets Away From You

By this point in the year, there is usually enough information to see where things stand.

Your income may be different than expected. You may have made estimated payments, sold investments, changed retirement contributions, or made decisions in your business that could affect your tax picture.

This checklist helps you gather those details in one place and see what may be worth discussing before heading into the end of the year.

Download Your Tax Planning Checklist Below!

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Note: The checklist will open in a new window, which you can download and/or print from there.  Additionally, you'll receive occasional financial planning updates from Borwick Wealth Management. You can unsubscribe at any time.

Start With What Changed

Start With What Changed

By now, you probably have a better sense of how the year is actually going.

Maybe income came in differently than expected. Your business had a stronger or slower stretch. You changed jobs, sold an investment, adjusted a retirement contribution, or experienced something in your family that was not part of the plan in January.

This checklist gives you a practical place to sort through those changes, gather what you already have, and write down the questions you do not want to leave until year-end.

You do not need every number finalized. You just need a clearer view of what has happened so far and what may deserve a conversation before Q4.

Taxes Are One Part of the Picture

A tax decision can affect more than your return.

It may also influence cash flow, investment decisions, retirement contributions, charitable giving, or how money moves between a business and the household.

Looking at those decisions together can make it easier to spot questions that might be missed when each area is handled separately. That coordinated approach reflects how we think about financial planning: the pieces should be considered in relation to one another.

Get Organized Before Q4

You may not have every answer yet, but you probably know enough to start asking better questions. Use the checklist to see what stands out and what may be worth discussing before the year gets busier.

Download the Checklist

See How the Pieces Fit Together

If the checklist raises questions about how your income, investments, business decisions, and tax picture work together, Borwick Wealth Management can help you take a coordinated look.

Schedule a Financial Review

Questions About the Checklist

Do I need to have all of my tax information ready?

No. You can begin with the information you have now. The checklist can help you identify missing documents, unanswered questions, and areas that may need a closer look before year-end.

Is this only for business owners?

No. The checklist includes considerations for individuals, households, and business owners. Work through the sections that apply to your situation.

Looking for More on Tax Planning?

Check Out Borwick Tax Planning